Phillip A. Sanchez
Investment adviser representative at Heck Capital Advisors, LLC
12 yearsExperience
3 statesRegistered in
$11.3BFirm assets
19 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Heck Capital Advisors, LLCMar 2026 to now
- Fidelity InvestmentsDec 2020 to now
- United States Marine CorpsMar 2019 to Dec 2020
- Charles Schwab BankApr 2017 to Nov 2020
- Charles Schwab & Co., Inc.Dec 2014 to Nov 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 3 states (AZ, MN, WI).
Heck Capital Advisors, LLC
$11.3BAssets managed
1,133Clients
24Advisers
19 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6425878
- Firm CRD
- 143848